V-Square Quantitative Management’s Caterpillar CAT Stock Holding History

V-Square Quantitative Management’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.65M	Sell	8,120 -486	-6%	-$427K	0.82%	15
2026 Q1	$6.1M	Buy	8,606 +164	+2%	+$114K	0.64%	16
2025 Q4	$4.84M	Buy	+8,442	New	+$4.69M	0.5%	23
2025 Q3	–	Sell	-9,250	Closed	-$3.59M	–	218
2025 Q2	$3.59M	Sell	9,250 -217	-2%	-$72.3K	0.48%	29
2025 Q1	$3.12M	Buy	9,467 +459	+5%	+$163K	0.46%	38
2024 Q4	$3.27M	Buy	9,008 +68	+0.8%	+$26.4K	0.46%	32
2024 Q3	$3.5M	Buy	8,940 +906	+11%	+$313K	0.51%	28
2024 Q2	$2.68M	Sell	8,034 -430	-5%	-$149K	0.43%	34
2024 Q1	$3.1M	Buy	8,464 +2,141	+34%	+$684K	0.43%	32
2023 Q4	$1.87M	Buy	6,323 +2,280	+56%	+$591K	0.33%	40
2023 Q3	$1.1M	Buy	4,043 +1,003	+33%	+$272K	0.49%	28
2023 Q2	$748K	Sell	3,040 -213	-7%	-$47.5K	0.55%	35
2023 Q1	$744K	Buy	+3,253	New	+$786K	0.69%	35

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

V-Square Quantitative Management's CAT Position: Q2 2026 in Review

V-Square Quantitative Management reduced its Caterpillar (CAT) stake by 5.6% in Q2 2026, selling an estimated $427K and leaving 8,120 shares worth $8.65M. The position accounts for 0.82% of the portfolio, ranked #15.

V-Square Quantitative Management first reported a position in CAT in Q1 2023 and has held it in 13 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

V-Square Quantitative Management held 8,120 shares of Caterpillar worth $8.65M as of Q2 2026.
V-Square Quantitative Management sold 486 Caterpillar shares in Q2 2026, an estimated $427K.
Caterpillar made up 0.82% of V-Square Quantitative Management's portfolio in Q2 2026, its #15 holding.
V-Square Quantitative Management first reported a position in Caterpillar in Q1 2023 and has held it in 13 quarters since.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on V-Square Quantitative Management's 13F filing for Q2 2026, filed 27 Jul 2026.